WisdomTree U.S. Quality Growth Fund (QGRW) Performance
QGRW total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.4% since Dec 31, 2025
- 1 year
- +13.6% total return
- 3 years
- +28.0% a year
- Since first price
- +29.7% a year since 2022
QGRW trailing returns vs SPY, QQQ, AGG
| Period | QGRW total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.8% | −3.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.3% | +3.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.7% | +8.7% | +7.8% | +8.4% | −1.5% |
| YTD | +12.4% | +12.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.6% | +13.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +109.9%+28.0%/yr | +109.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionDec 15, 2022 | +172.7%+29.7%/yr | +171.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: QGRW vs SPY
From Dec 15, 2022: QGRW grew to $27,275, SPY to $20,543.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
QGRW returns by calendar year
3 of 3 full years positive. Best 2023 (+56.0%), worst 2025 (+19.2%). 2026 is year to date.
QGRW annual returns table
| Year | QGRW | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.4% | −14.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +19.2% | −24.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +34.8% | −14.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +56.0% | −11.7% | +26.2% | +54.9% | +5.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
QGRW largest drawdowns
Now 6.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 16, 2024 | −24.4% | Apr 8, 2025 | Jun 26, 2025 | 4 months | 6 months |
| Oct 29, 2025 | −15.4% | Mar 30, 2026 | Apr 17, 2026 | 5 months | 6 months |
| Jul 10, 2024 | −14.5% | Aug 7, 2024 | Oct 29, 2024 | 28 days | 4 months |
| Jul 18, 2023 | −11.7% | Oct 26, 2023 | Nov 14, 2023 | 3 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
QGRW risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +29.4% | +33.3% |
| Volatility (annualized) | 17.8% | 17.9% |
| Sharpe ratio | 1.30 | 1.46 |
| Sortino ratio | 2.79 | 3.22 |
| Best month | +15.1% | +15.1% |
| Worst month | −8.9% | −8.9% |
| Best 12 months | +46.5% | +56.0% |
| Worst 12 months | +7.0% | +7.0% |
| Positive months | 67% | 69% |
| Beta vs S&P 500 | 1.34 | — |
| Correlation with S&P 500 | 0.93 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
QGRW rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 35 | +7.0% | +25.9% | +56.0% | 100% |
| 3-year (a year) | 11 | +23.6% | +28.9% | +35.9% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
QGRW performance overview
WisdomTree U.S. Quality Growth Fund (QGRW) returned +13.6% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +29.7% a year, turning $10,000 into about $27,275. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −24.4%, from Dec 16, 2024 to Apr 8, 2025, and it took 3 months to get back to the old high. QGRW finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+56.0%) and the worst 2025 (+19.2%). Volatility has been 17.9% a year.
Related: QGRW chart, QGRW holdings, QGRW dividends, QGRW valuation. See the QGRW overview for the latest quote and fund facts.
QGRW performance FAQ
What is the QGRW return over the past year?
QGRW returned +13.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.5%.
How much would $10,000 invested in QGRW be worth?
$10,000 invested in QGRW at its first recorded close on December 15, 2022 would be worth about $27,275 on October 23, 2026 with distributions reinvested.
What was the worst year for QGRW?
The worst calendar year was 2025, with a total return of +19.2%. The best was 2023 at +56.0%.
What is the biggest drawdown of QGRW?
The largest peak-to-trough decline was −24.4% between December 16, 2024 and April 8, 2025. It recovered to the old high on June 26, 2025, 3 months after the bottom.
How volatile is QGRW?
Over the past 3 years QGRW had an annualized volatility of 17.8% and a Sharpe ratio of 1.30 (excess return over 1–3 month T-bills per unit of risk).